Steps2CRM

Taking you from uncertainty to clarity

The Steps2CRM system an interactive process which empowers you to make the right choices about your customer management processes and decisions on adopting CRM (Customer Relationship Management) technology. It helps you determine your current situation, goals and aspirations, and facilitates the creation of a CRM roadmap.

Developed by customer management and relationship marketing experts Isocube, in conjunction with leading CRM analyst firm Hewson Group, Steps2CRM pulls on many years industry experience to offer you a proven system for defining winning customer relationship strategies.

Steps2CRM enables you to:

• Develop high-level Customer Management strategy
• Build synergy with your Relationship Marketing programmes
• Identify and plan Return of Investment
• Leverage CRM ‘best practice’ in your sector
• Identify organisation issues
• Support selection of CRM technology
• Support selection of implementation partner.

As part of Steps2CRM you’ll be asked to answer and rate a series of questions, selected and refined based on your company, its size, the market you operate in, your chosen routes to market, and more. Steps2CRM will normally take no more than 6-8 hours to complete usually spread over a period of 7 to 10 days.

Steps2CRM has 4 distinct stages:

1. Initial consultation and client briefing
2. Questionnaires completed by the client
3. Submission and analysis of data
4. Presentation of findings

There is more to CRM than software and technology. It’s the processes and principles you employ to capture, keep and develop profitable customers. This is why Steps2CRM can either be the starting point for your customer management and relationship marketing strategy, or an ideal tool to help you refocus and redefine your CRM roadmap.  And because it helps you examine your processes independently of technology, it puts you in the driving seat when it comes down do making choices about software systems which may help support these processes.

• Assess viable options for your CRM initiative
• Technology independent, and a proven methodology for small and medium sized business
• Question and assess your own companies position
• Understand your current practice, within your companies sector, what your competitors are doing and what can be learnt from within your sector
• Determine goals and outcomes but also to map the critical dependencies in human and IT infrastructure terms
• Identify stumbling blocks in your current strategy which could prevent long-term aims from being met.

Why not take our 5 minute Customer Management Challenge and start assessing your CRM strengths.